Order tracking
1. Introduction
The tab Tracking It allows Service Advisors to view the complete traceability of a repair order. This section chronologically records all changes, actions, and events performed by both users and the system, ensuring a complete context for incident resolution or customer support.
2. Access to the track site
To view the tracking of an active order:
- Within order management, locate the top tab menu.
- Click on the tab Tracking (located between Jobs, History, Documentation…).
3. View Components
The information is presented in an ordered list reverse chronological (The most recent event appears first.) Each entry contains:
Field | Description |
Clock Icon | Indicates the temporary nature of the record. |
User / Origin | Name of the person who performed the action or label "System" if it was an automated process. |
Event Description | Technical and operational details of the change made (e.g., change of payer, creation of allocation, appointment confirmation). |
Date and Time | Exact timestamp of the event (DD/MM/YYYY HH:mm). |
4. Main Features
🔍 Search and Filtering
The archive features a smart search engine at the top to quickly locate specific events.
- Real-time filtering: The list updates automatically as you type.
- Search criteria: You can search by username, task type (e.g. "Alignment"), or keywords (e.g. "Bill", "Mechanic").
- Special characters: The search engine supports accents and special characters (e.g. "repair" either "pay").
No results: If the search term does not match any records, the system will display the message: "No events were found that match the search."
📑 New Orders
In the case of newly created orders with no additional activity, the history will show a single initial event: "Creation of the order", along with the creator's information and timestamp.
5. Special Cases and Traceability
Inactive Users
If a user who performed actions in the past has been removed or deactivated from the system, their name will remain visible in the history followed by an explanatory label (e.g. "Juan Pérez (Inactive User)"This ensures that the order audit never misses relevant information.
Details of Charges and Payers
As seen in the record, the system details specific changes in the distribution of charges (Customer, Insurance, Internal, Warranty), allowing verification of who and when modified the payment conditions of a repair.